Understanding and Configuring "Recognized Domain" Functionality

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The "Recognized Domain" feature within our system offers a powerful mechanism for streamlining membership management and user access control based on email domains associated with organizations. This article delves into the concept of recognized domains, their operation, and how to set up this functionality effectively.

What is a "Recognized Domain"?

A "Recognized Domain" refers to an email domain that is linked to a specific organization within your membership system. Leveraging this feature allows for automated management of user access, membership grants, and organization associations based on their email domains.

How Does It Work?

The "Recognized Domain" feature operates through a series of settings to automate the following actions when certain conditions are met:

1. Automated Domain Association: When a new membership is granted, and the corresponding toggle is enabled in the MCP under general settings, the user's domain is added as a recognized domain to their organization. This is effective only when organization details are mandatory in the membership application form.

2. Automatic Employee Account Assignment: Upon new user registration or contact enrollment, if the "Recognized Domain" toggle is set to "YES," the system automatically grants an employee account to the user and links it to the organization associated with their recognized domain.

3. Organization Linking: The system can link new employees to organizations based on the recognized domain they are affiliated with. This eliminates the need for manual organization entry during user registration, ensuring accuracy and consistency.

Setting Up "Recognized Domain" Functionality

To enable and configure the "Recognized Domain" functionality, follow these steps:

1. For the Admin Dashboard, go to Membership > Category Setup.
2. Select the membership category you want to enable Recognized Domain.
3. Go to the Group membership tab on the left side of the membership menu.
   
   
4. Scroll down to the  "Recognized Domain" features, where there are three options available.
   1. Recognized Domains - Primary Members
      When a new primary membership is granted, add the member's email domain as a recognized domain?
   2. Recognized Domains - Employee Accounts
      Grant a new contact an employee/group account when they use an email that is associated to an organization-recognized domain. You can select the actions that will grant the employee/group accounts below.
   3. Recognized Domains - Organization Linking
      Do you want to link the contact that uses a recognized domain to the related organization?
      
      Toggle each of these sections as needed for your organization needs.
      
      

Important Considerations

• The "Recognized Domain" feature streamlines organization association and user access but doesn't overwrite organization details if a user already has roles in a different organization.
• Carefully manage domain associations and toggle settings to prevent unintended overwrites or associations.

By leveraging the "Recognized Domain" functionality, you can enhance user experience, automate access control, and ensure accurate organization affiliations within your membership system. Properly configuring and utilizing this feature can lead to increased efficiency and seamless membership management.